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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$73.68
Change-$1.92 (-2.54%)
VolumeN/A
Net Assets142.2B
Janus Henderson Global Select R
Price$20.48
Change-$0.49 (-2.34%)
VolumeN/A
Net Assets3.14B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Oct 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a Hold and JORRX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. JORRX (3.14B). CWIEX pays higher dividends than JORRX: CWIEX (1.17) vs JORRX (0.56). CWIEX was incepted earlier than JORRX: CWIEX (24 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORRX: CWIEX (250) vs JORRX (2500). CWIEX annual gain was more profitable for investors over the last year : 8.96 vs. JORRX (6.30). CWIEX return over 5 years is better than : 48.94 vs. JORRX (32.92).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 2.98 | 34% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 17.665 | 18.609 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 3.14B | 4,524% |
| Annual Yield % from dividends | 1.17 | 0.56 | 208% |
| Returns for 1 year | 8.96 | 6.30 | 142% |
| Returns for 3 years | 68.25 | 50.43 | 135% |
| Returns for 5 years | 48.94 | 32.92 | 149% |
| Returns for 10 years | 94.31 | 67.58 | 140% |
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